infor erp xa project manufacturing - mapics-support.commapics-support.com/project.pdf · infor erp...
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Infor ERP XA Project Manufacturing
Mark Shubel
Lexel Corporation
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Project Manufacturing
According to Wikipedia…
Project Management - the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives.
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Project Manufacturing
Life of a Project
Conception
Quote/Estimate
Production
Change Orders
Milestone/Progress Billing
Shipment
Post Sales
Installation
Warranty
Training
Repairs
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Project Manufacturing
Components of a Project Management System
Estimating
Cost Accumulation
Accounting/Billing
Traditional ERP
Performance to Budget
Critical Path Scheduling
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Project Manufacturing
• End-to-End Project Costs
• Estimating
• Engineering
• Production
• Post Sales
• A Seamless, Integral Part of Infor ERP XA
• Formerly Contract Accounting/CA Plus
• Addresses Project Manufacturing/Make-to-Order/AD/Requirements
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Project Manufacturing
• Organizes Costs/Hours from Multiple M.O.s
• By Project Phase
• Project Model
• Real-Time Cost Traceability from Source Transaction
• Estimate Processing
• Interfaces to New Service Management Application
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Some CA Plus Customers
7
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Project Manufacturing
• Purchase Directly to a Project
• Actual
• Issue Standard Components to Projects
– Standard
– Average
– Last Cost
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Project Manufacturing
• Labor is Calculated
• PCC - Average
• Payroll - Actual
• Table Driven Overhead
–Year- End Adjustment
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Project Manufacturing
All Charges are Made to Manufacturing Orders
PRM Relates These to Project Costs by Phase
Users May Create M.O.’s with Desired Detail
• Routings
• Bills of Material
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Project Inventory
Enables Inventory Statistics by Project
Usage
Cost
On-Hand
Lead-times
Location/Lot/Serial Number Control
MRP by Project
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Manufacturing Orders
Labor
Actual Cost
Purchases
Material
Issues
(IP IU)
Manufacturing Order
Overhead
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Routings
Cost Elements
Misc
BOM
Manufacturing Order
Project Model
Project Manufacturing PC&C
M.O. “Personalities”
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The Project Model (WBS)
Company
Project (COM Order)
Project Line (COM Line)
Project Level (User defined)
Project Manufacturing Order
Project Cost Element (M,L,O)
Project Detail Transaction
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Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
M000034 - Part 550122
Level 2 - First Year Production
Line 2 - On-Site Installation
Project Model Example
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Accumulation Buckets
6 Accumulation Buckets
By Phase
Period
Hours/Cost
Fiscal Year
Hours/Cost
Inception to Date
Hours/Cost
PC&C without PRM
By M.O. Only
Period
Hours/Cost
Inception to Date
Hours/Cost
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Cost Elements
User Defined Cost Elements Material/Other Direct Charges
Labor
Overhead
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Labor
Routings
Detail Selected by User
May be Defined at M.O. Release
0010 Insert part A into B
0020 Insert part B into C
0030 Inspect B
0040 Inspect C
0050 Test
170 Assembly
175 Inspection
180 Test
Detail Routing Cost Elements
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Actual Material Cost
User Defined Charges
Outside Services
Set-up
Material Categories
Entered Through...
Accounts Payable
Production Control and Costing
Element Description Cost
1800 Purchased Parts 12000.00
1900 Subcontracting 50000.00
2000 Shipping Materials 6000.00
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Material Issues
Planned Issues
BOM exists
Known at M.O. Release
Unplanned Issues
Any Inventory Item
Item Number
911
Cost
150.00
Cost Element
185 Stock Items 921 200.00
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Project Management
• PRM Receives Data From.. – Inventory Transactions
– Payroll
– Production Labor Reporting
– PM&C/Paperless
– Accounts Payable/IFM
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How PRM is Updated
PC&C
PM&C
Paperless
I/M
A/P
P/R
CAINT
AM9MU
UJOB
DATAQ XREF
G/L INTERFACES
M
O
D
E
L
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Estimate Processing
Estimates Entered by Phase
Hours and Dollars
Rolled up to Project
Optionally Add Estimate Periods (by Time)
Estimates by Period by Element
Costs are Accumulated and Populated
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Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
Project Model Example
E000001- Estimate
Element - 170 Assembly Labor
Estimate 65 hours 700.00
01/01/07-03/30/07 40 hours 400.00
04/01/07-06/30/07 25 hours 300.00
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Actual Purchase Cost
Purchase to Project Phase
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Company 1
C000333 Customer-100
Line 1 - 1000 Generators
Level 1 - Engineering
M000033 - Part 550111
Element - 170 Assembly Labor
Detail- 50 hours emp-50
Project Model Example
M00033- Advanced Purchases
Element - 180 Purchased Parts
P.O.123 Part 55001122
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Overhead Processing
Overhead Pools Pools Contain Groups of Element Rates
Allows Unique Rates by Element IE:
Material @ 20%
Assembly Labor @ 125%
Quality Labor @ 200%
Assign Pools to Projects
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Reporting
• Project Summary
– Visual Explosion of Work Breakdown Structure
• Costing Reports
– Company
– Project
– Line
– Level
– Manufacturing Order
• Detail Transactions Update Register
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OLAP Analysis
Extract to Excel Pivot Table
Allows “Slicing and Dicing” of Project Costs
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Report Format
Period YTD JTD
Hrs/Cost Hrs/Cost Hrs/Cost
170 L
171 L
172 L
Total L
180 M
181 M
182 M
Total M
190 O
191 O
Total O
Total
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Project Manufacturing Screen Flow
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
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Project Manufacturing
• Project Costs/Hours by
• Period
• Year
• Inception to date
• Unlimited Cost Elements
• Organizes Cost for Multiple M.O’s
• Fully Integrated
• No Duplication of Data